Create plans

Opens an equity plan that options are granted from.

POST /v1/captable/plans

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Address	`https://api.hanzo.ai/v1/captable/plans`
Method	`POST`
Operation	`post_captable_plans`
Auth	`Authorization: Bearer $HANZO_API_KEY`

Opens an equity plan that options are granted from.

Request

7 fields, body application/json (required).

Field	In	Type	Required	Description
`boardApprovalDate`	body	any	—	BoardApprovalDate is when the board adopted the plan, YYYY-MM-DD.
`comments`	body	any	—	Comments is a free-text note kept with the plan.
`defaultCancellatonBehavior`	body	any	—	DefaultCancellatonBehavior is what happens to cancelled grants: RETIRE, RETURN_TO_POOL, HOLD_AS_CAPITAL_STOCK or DEFINED_PER_PLAN_SECURITY.
`initialSharesReserved`	body	any	—	InitialSharesReserved is how many shares the plan may grant.
`name`	body	any	—	Name is the plan's name, e.g. "2026 Stock Option Plan".
`planEffectiveDate`	body	any	—	PlanEffectiveDate is when the plan takes effect, YYYY-MM-DD.
`shareClassId`	body	any	—	ShareClassID is the class the plan grants from.

Response

Status	Body	Meaning
`201`	captable.captableCreated	created
`default`	problem-details	refused

201 body — 3 fields.

Field	In	Type	Always	Description
`id`	body	string	—	ID is the created row's id.
`message`	body	string	—	Message is the human sentence the cap table wrote, e.g. "Share issued".
`success`	body	boolean	—	Success is true when the row was written.

Failure carries the platform error shape — see Errors.

Examples

CLI

SDK

HTTP

MCP

hanzo captable plans create

.ts

.py

.go

.rs

.java

import { Configuration, CaptableApi } from 'hanzoai';

const api = new CaptableApi(new Configuration({ accessToken: process.env.HANZO_API_KEY }));
const { data } = await api.postCaptablePlans({ boardApprovalDate: "<boardApprovalDate>", comments: "<comments>" });

from hanzoai.cloud import ApiClient, Configuration
from hanzoai.cloud.api import CaptableApi

client = ApiClient(Configuration(access_token=os.environ["HANZO_API_KEY"]))
result = CaptableApi(client).post_captable_plans(board_approval_date="<boardApprovalDate>", comments="<comments>")

cfg := hanzoai.NewConfiguration()
cfg.AddDefaultHeader("Authorization", "Bearer "+os.Getenv("HANZO_API_KEY"))
client := hanzoai.NewAPIClient(cfg)

resp, _, err := client.CaptableAPI.PostCaptablePlans(context.Background()).Execute()
if err != nil {
	return err
}

use hanzo_client::apis::{configuration::Configuration, captable_api};

let mut cfg = Configuration::new();
cfg.bearer_access_token = std::env::var("HANZO_API_KEY").ok();

let result = captable_api::post_captable_plans(&cfg, Default::default()).await?;

import ai.hanzo.cloud.ApiClient;
import ai.hanzo.cloud.api.CaptableApi;

ApiClient client = new ApiClient();
client.setBearerToken(System.getenv("HANZO_API_KEY"));

var result = new CaptableApi(client).postCaptablePlans();

curl -X POST https://api.hanzo.ai/v1/captable/plans \
  -H "Authorization: Bearer $HANZO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
       "boardApprovalDate": "<boardApprovalDate>",
       "comments": "<comments>"
     }'

MCP reaches captable through the captable tool, which names its 30 operations with its own verbs — this one among them, under a name only MCP declares. describe explains any of them:

curl -X POST https://api.hanzo.ai/v1/mcp \
  -H "Content-Type: application/json" \
  -d '{
       "jsonrpc": "2.0",
       "id": 1,
       "method": "tools/call",
       "params": {
         "name": "describe",
         "arguments": {
           "op": "list_captable_classes"
         }
       }
     }'

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